Luci Powell

Luci is a private client advisor for Commerce Trust. She serves as a consultant and relationship manager providing clients with personalized objective advice and oversight across all our services, including trust administration, financial advisory services, private banking, and investment management. Luci facilitates all aspects of relationship management for the client team, including administering complex trusts, maintaining client communication, and coordinating with internal and external partners to deliver a superior client experience. Prior to joining Commerce Trust, Luci managed the daily functions of the Miller Nichols Charitable Foundations’ office. In this role, Luci responded to all grant inquiries and worked with charitable organizations in their preparation of grant requests to the Nichols’ Foundations. Luci earned a Bachelor of Science in political science from the University of Kansas and a Juris Doctor from the University of Kansas School of Law. Luci is a member of the Missouri and Kansas Bar. She is a member and volunteer of the Children’s Relief Association, a support organization for Children’s Mercy Hospital.

Tax-Efficient Estate Planning Strategies

 
For high-net-worth individuals and families, maximizing what you have earned often requires taking steps to minimize your tax liability. Explore the insights  from the Private Wealth Management team at Commerce Trust to learn about different types of trusts and their tax benefits, tax-efficient ways to give gifts to family, and charitable giving strategies that may lower your tax liability.

 

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